Meet the Team

  • AdritiGulati.jpg
    Adriti Gulati
    Inbound Sales Consultant

    Your ISC will work alongside you to support your sales strategy and business objectives, making sure you have all the strategy resources and advice you need to effectively use the HubSpot sales tools. .

  • CRM Training

CRM Training

Discover the best way to get the CRM to work for you and your sales team.

HubSpot CRM & Sales Starter Kit Overview

HubSpot's CRM & Sales Starter Kit is designed to help fast-paced marketing and sales teams set up the software in the most efficient way to meet their business goals.

The onboarding process begins with a discovery session led by your Implementation Specialist, followed by up to three, one-hour consulting calls in your first 30 days. 

Your Implementation Specialist will then discuss your current sales process and make recommendations based on best practices we’ve developed alongside the Inbound Methodology. You’ll get into the technical details, and more importantly, you’ll receive actionable advice on how to accelerate your marketing and sales process using the HubSpot tools all while shortening the time it takes for your team to become productive.

We’re flexible to your onboarding needs and find that our customers have the most success with HubSpot when we cover the training topics listed below.

This training may include, but is not limited to:

  • Strategic organization of your contacts and companies*

  • Best practices for the Sales Pro tools (Calling, Templates, Sequences, Meetings, and Notifications) to help convert leads into more opportunities.

  • Deal management strategy to effectively move prospects from opportunity to customer

  • Lead generation tips using your HubSpot Marketing Free or Starter tools

  • Throughout onboarding and beyond, you will have full access to our team of Customer Support Specialists and our library of resources.

*For assistance with technical migrations, please see our resource here.

Key Details


Setting: Remote

Level: All Levels

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